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Morningstar

MainStay Epoch International Choice Inv ICELX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 37.72  /  0.91 %
  • Total Assets 230.4 Mil
  • Adj. Expense Ratio
    1.520%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.69%
  • Turnover 49%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:39 PM GMT+00:00

Morningstar’s Analysis ICELX

Will ICELX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ICELX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ICELX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of ICELX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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An upgrade in its Process Pillar rating is the primary driver of MainStay Epoch International Choice Inv's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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